Document Analyzer
Get instant insights on your estate planning documents with our AI-powered analyzer.
Estate Planning Document Analyzer
Upload your will, trust agreement, or tax return for a comprehensive AI-powered health check
What We Analyze:
- Beneficiary designations (missing or outdated)
- Trustee/executor provisions (no successor named)
- Tax efficiency (estate tax exposure, outdated strategies)
- Cross-border considerations (FATCA, foreign trusts)
- Compliance (old document, pre-2018 tax law changes)
